-38.7%
NOW vs KLAC
+25.7%
-64.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | -1.5% |
| 7D | -27.5% | -5.7% | -21.9% | -28.2% |
| 30D | -20.0% | -27.6% | +7.5% | -25.8% |
| 3M | -7.9% | -23.3% | +15.4% | -12.6% |
| 6M | +18.3% | -12.4% | +30.7% | +18.1% |
| YTD | -29.0% | +23.7% | -52.7% | -24.1% |
| 1Y | -38.7% | +26.2% | -64.9% | -34.5% |
| All | -38.7% | +25.7% | -64.4% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KLAC.
Daily Out/Under-Performance
Portfolio return minus KLAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KLAC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KLAC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling